Why subscribe?

This blog is my way of publicly sharing my research process, potential trade ideas and portfolio performance.

I utilise a macro-framework to invest on a 6 - 12 month time horizon. There will also be a focus on larger big picture and thematic issues.

While I mostly focus on equities due to my background of risk managing for a global equity fund, I will cover all asset classes where a cyclical framework can add value.

This blog is a work in progress, so hopefully the quality will improve over time so please bear with me.

If you have any comments or feedback, please feel free to get in touch as I’d love to hear from you!

My contact details are: viresh_31@hotmail.co.uk.

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